Eagle Capital Management

Unclaimed eaglecap.com fintech-financial-services

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Overview

Tagline Brand's website · 2026-11-08

Independent, employee-owned investment management firm specializing in long-term, high-conviction U.S. equity investing.

Description Brand's website · 2026-11-08

Eagle Capital Management applies a disciplined, fundamentally driven investment philosophy focused on buying undervalued companies with durable businesses, strong management teams, and long-term growth potential. The firm seeks to compound client capital at absolute, double-digit rates across market cycles.

Identity

Mission Brand's website · 2026-11-08

To achieve superior long-term returns and provide the highest quality client service to its partners.

Founders & leadership Brand's website · 2026-11-08

Ravenel Curry III, Founder, Chairman & Co-CIO; Alec Henry, Managing CIO; Adrian Meli, President & Co-CIO; Michael Falcon, Chief Executive Officer; Chip Robie, Chief Operating Officer; Mark Robertson, General Counsel & Chief Compliance Officer; Ricky Balaban, Chief Financial Officer.

Website Brand's website · 2026-11-08

https://eaglecap.com

Voice & tone Brand's website · 2026-11-08

Disciplined, thoughtful, research-driven, patient, and conviction-led.

Founded Brand's website · 2026-11-08

1988

Parent ownership Brand's website · 2026-11-08

Independent, 100% employee-owned partnership.

Offerings

Problem solved Brand's website · 2026-11-08

Helping institutions and investors compound capital over the long term through concentrated, high-conviction equity investments and disciplined fundamental research.

Core capabilities Brand's website · 2026-11-08

  • Fundamental, bottom-up equity research
  • Valuation and intrinsic-value analysis
  • Long-term concentrated portfolio construction
  • Investment management across market cycles
  • Client and fiduciary asset management
  • ETF and separately managed account offerings

Products / SKUs Brand's website · 2026-11-08

  • Eagle Equity Strategy
  • Separately Managed Account
  • UCITS vehicle
  • Eagle Capital Select Equity ETF (EAGL)

Audience

Target industry Brand's website · 2026-11-08

Investment management and financial services

Customer base Brand's website · 2026-11-08

Institutions and investors, including endowments, pensions, and family offices.

Ideal customer profile Brand's website · 2026-11-08

Institutions, family offices, and other investors seeking a long-term, concentrated U.S. equity strategy managed through fundamental research and value-oriented investing.

Use cases Brand's website · 2026-11-08

  • Long-term institutional capital allocation
  • U.S. equity portfolio exposure
  • Concentrated high-conviction investing
  • Accessing Eagle’s investment philosophy through an ETF, SMA, or UCITS vehicle
  • Seeking long-term absolute returns across market cycles

Customer outcomes Brand's website · 2026-11-08

  • Long-term capital compounding
  • Exposure to durable businesses selected through fundamental research
  • A concentrated portfolio of high-conviction ideas
  • Access to investment vehicles tailored to different investor needs
  • Dedicated fiduciary and client service support

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Page last updated 2026-11-08.